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Advisors / Tennessee / Hendersonville
6yrs

Andrew Andreotta

Financial advisor at Kovack Advisors

Andrew Andreotta has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Hendersonville, Tennessee. Andrew has been with Kovack Advisors since 2026; before that, Andrew spent less than a year at LPL Financial and four years at Park Avenue Securities. Kovack Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.

One of 70 advisors with offices in Hendersonville, and one of 65 fiduciaries.

Hendersonville, TN 37075Fiduciary advisor
Call Kovack AdvisorsDirections

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office109 Hazel Path Suite 3, Hendersonville, TN 37075
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$433,120
Advisors at the firm258
States licensed ?1 state

Services through Kovack Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. May 2026 – now
  2. Apr 2026 – May 2026
  3. 2022 – 2026

Questions to ask Andrew

Tailored to Andrew’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Andrew

How do I contact Andrew?

Call Kovack Advisors at (954) 782-4771 and ask for Andrew Andreotta. Andrew works from the Hendersonville, TN office.

How long has Andrew been a financial advisor?

Andrew has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Andrew hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Andrew a fiduciary?

Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Andrew paid?

Kovack Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Andrew for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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